Special Reports (158)
The Progressive Accountant is the leading online communit of public tax and accounting professionals focused on using technology to better manage and grow their practice.
REVIEW: Document Management Software 2015
- Tuesday, 05 May 2015
- Special Reports
- Written by Dave McClure
In the "2014 Accounting Firm Operations and Technology Survey and eBook," a report from Insight Research Group and the Network Management Group, Inc., 32 percent of accounting firms reported that the most significant technology challenge they face in the next three years is to enhance workflow and internal efficiency. This challenge tops the list of critical management issues industry-wide. Yet at the same time, the report notes that 59 percent of firms are using no formal document management system, or are still using a paper-based manual system.
Read more...The Best Portable Scanners of 2015
- Friday, 27 March 2015
- Special Reports
- Written by Dave McClure
There is no such thing as the single best portable scanner for accountants. After months of research, and evaluation of scanners from six companies, our determination is that accountants need to use three different portable scanners, depending on the types of engagements they perform and the needs of their clients.
Read more...REVIEW: Engagement Software 2015
- Monday, 02 March 2015
- Special Reports
- Written by Julie Lepper, EA
Engagement software is no longer only for those that perform audits. And firms are demanding that our software tools work the way we work versus to the publishers want to build software. We are all looking for work flow management not a piece of software that is to be used alone. We need software companies to make pieces of software that not only work well with their pieces but also work well with other software.
Read more...REVIEW: Budgeting Software 2015
- Monday, 19 January 2015
- Special Reports
- Written by Dave McClure
Of all of the tools available to accountants, one of the least appreciated is budgeting software. As planning and budgeting solutions have evolved, the focus has been largely on enhancements that streamline and simplify the processes of analyzing current performance, forecasting future performance and reconciling the two in some manner that will enable managers to discern how best to meet the goals of the organization.
Read more...REVIEW: Invoicing Websites
- Monday, 17 November 2014
- Special Reports
- Written by Kathy Yakal
Does the small business market really need websites that only help users create and send invoices and receive payments? Yes, for many reasons, including the fact that many sole proprietors and microbusinesses only use a small percentage of what Xero and QuickBooks Online offer. And as you know, there are a LOT of sole proprietors and microbusinesses.
Read more...REVIEW: Fixed Asset Software 2014
- Tuesday, 07 October 2014
- Special Reports
- Written by Julie Lepper, EA
Fixed asset management software is not typically the most exciting software for accountants and tax professionals. However, with all the recent regulations changes it makes having an easy to use and well thought out depreciation program more valuable and exciting than in the past. Due to the many changes in capitalization and repairs, Excel spreadsheets really don't work well anymore.
Read more...REVIEW: Cloud-Based Small Business Accounting
- Monday, 08 September 2014
- Special Reports
- Written by Kathy Yakal
The last year has been fairly uneventful as far as online small business accounting websites are concerned. There have been no introductions of promising new all-encompassing applications, nor has any company whose name you'd recognize dropped out of the race. The major players continue their march toward integration with related web-based services. Mobile apps keep getting better, and everyone tweaks and fixes and updates existing features.
Read more...REVIEW: Write-up Software 2014
- Wednesday, 25 June 2014
- Special Reports
- Written by Julie Lepper, EA
Technology has made it possible for clients to access their financial data from anywhere at any time. Your clients can load an app on their phone to handle finances and help them make important decisions on the go. IMHO, that makes our profession more valuable than ever. And it makes write-up software more valuable than ever.
Read more...REVIEW: Nonprofit Software 2014
- Tuesday, 03 June 2014
- Special Reports
- Written by Geni Whitehouse CPA.CITP, CSPM
For nonprofit software vendors, along with their customers and pretty much everyone else, the focus in 2014 is on relationships. These vendors have had to expand their view beyond applications that are traditionally accounting focused into solutions that are more about people, connections, and service.
Read more...Review: Document Management Software 2014
- Wednesday, 28 May 2014
- Special Reports
- Written by Dave McClure
The shift is underway to meld document management – the traditional process of managing source documents and client files – with workflow management. The result has been a burst of innovations, updates and new entrants to the marketplace for firm management.
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